FUND OF THE MONTH: WHEB Sustainability

by 13 Apr, 2020

In our series with 3d Investing, every month we throw a spotlight on a sustainable investment fund, exploring its process, portfolio and performance to sort the stars from the spin. This month, 3d has pulled out WHEB Sustainability, one of the original and best pure sustainable investment funds in the UK that has an almost unrivalled track record and a squeaky clean investment portfolio.

Vital fund statistics

Fund: WHEB Sustainability
Sector: Global Equity
Investment approach: Impact
Launch Date: June 2009
Annual Fund Fee: 1.05%
Minimum Investment: £25 per month with a low-cost platform provider like AJBell or Fidelity Funds Network.

See the fund factsheet for WHEB Sustainability here. Then, if you need a hand deciphering it, check out our explainer article: ‘How to read a fund factsheet like a sandwich’ 

The 3D View

WHEB is a specialist fund manager wholly focussed on sustainable investing in global equities. The FP WHEB Sustainability Fund invests in nine environmental and social themes defined as providing a ‘solution to a sustainability challenge’, and driven by the megatrends of resource scarcity, population growth, urbanisation, rising living standards and globalisation. The WHEB team are true pioneers in the industry. Their understanding and communication of sustainability is exceptional and therefore the fund has been awarded a 3D five star ranking.

Sustainable investment areas

WHEB Sustainability investment areas

Making a Difference

The managers seek to influence investee companies to improve their environmental and social practices and report on engagements in a systematic way. They also participate in advocacy programmes with other investors and organisations to raise standards and work together for change.

Impact of WHEB Sustainability

Investment Solutions Positive Practices Public Finance Limited Benefits Harmful Impacts Cash
WHEB Sustainability 96.44% 1.88% 0.00% 0.00% 0.00% 1.65%

 Data is sourced from WHEB and is correct to 31 March 2020

Investment returns

WHEB Sustainability is a strong long-term performer. While the current market downturn related to the Covid-19 pandemic is harming all companies and investment funds, WHEB’s is holding up comparably well.

Investment 5 year % return  3 year % return  1 year % return 
WHEB Sustainability 31.56% 5.81% -5.18%
MSCI World Index 40.45% 6.77% -5.83%
UK funds global equities sector 30.63% 5.15% -6.01%

Data sourced from FE Analytics. All figures are given before fees charged by the fund and the platform you invest through, which will typically reduce your returns by 1-3% per year.

Fund Summary

WHEB Sustainability

√ Exclusive focus on investments with a high positive impact

√ Rationale for all holdings clearly stated

√ Detailed, comprehensive and independently audited impact report

√ Positive influence on companies and within the industry

√ Low exposure to harmful industries

To find out how to invest in funds, check out our simple guide: ‘Make Responsible Investments in 4 Easy Steps

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DISCLAIMER: The information provided in this article shall not constitute or be deemed to constitute any invitation or inducement to any person to engage in investment activity.  Should you undertake any investment activity based on information within this article you do so entirely at your own risk.   The value of an investment in funds can fall as well as rise, as can any income payment received from an investment.   Any information relating to past performance is not a guide to future performance.  If you are unsure of an investment decision you should seek professional financial advice. 3D Investing is run by Ethical Money Limited which is a wholly owned subsidiary of Square Mile Investment Consulting and Research Limited.

About the author

About the author

John Fleetwood

John Fleetwood is director of responsible and sustainable investing at Square Mile Investment Consulting and Research